jonathan from greenstep

© Greenstep Oy – All rights reserved

Go global.

We’ll back you up with clarity.

Win with Analytics 29.4

greenstep.com


Hi! I’m Jonathan from Greenstep👋🥳

[email protected] +358 44 272 3224 https://www.linkedin.com/in/jonathanteir/

Parner, Head of Analytics @ GreenstepLead Software Architect @ Greenstep Global ServicesCo-founder @ BI Book

We always aim for complete customer satisfaction. 70% of our clients are referredto us by other clients. The customer is at the centre of our philosophy.

Greenstep values

• Desire to help our customers

• Will to develop ourselves and our knowledge

• Passion towards achieving together

• Honesty and appreciation towards each other

Greenstep’s key figures

• 2000 clients

• 450 employees

• 40 MEUR revenue

Offices: Espoo, Lahti, Hämeenlinna, Turku, Tampere, Oulu, Vaasa, Seinäjoki, Jyväskylä, Tallinn, Norrköping, Stockholm & 100+ countries via MSI

Our passion is to support global growth through clarity!

Network:

Economical responsibility

• We are a profitable and fully compliant business

• Integrity, identification and management of conflicts of interest

Social responsibility

• Corporate Social Responsibility

• Parity

• Well-being at work

• Confidentiality of customer and personal information

Environmental responsibility

• Making our environmental impact visible and taking them into account in our decision-making.

Our goal is to do as much good as possible!

Our passion is to help you grow!

References

Startups Yeply, Mobidiag, Meru Health, Man In Van, Entocube, Tamturbo, Plantui

Growth

companies

MOI Mobiili, Eazybreak, Friends and Burgers, Kyrö Distillery, Docrates, Rightware, Oura

Large companies Fondia Oyj, Efore Oyj, Posti, Robit Oyj, Siili Oyj, Cramo, Vantaan Energia

Investors Lifeline Ventures, Tekes, Bocap, Inventure

Non-profit Fida, Helsingin luistelijat r.y., Baltic Sea Action Group

Why Greenstep?

• We carefully select a service team and customer responsible best suited to your needs

• We serve you professionally and on time, supported by automation

• We bring clarity that allows you to better focus and lead your business

• Our team does everything to ensure that you are successful

• We want to serve you so well that you are willing to recommend us to others

See more: Greenstep.fi

https://greenstep.fi/en/

Operational services

• Online bookkeeping

• Online accounting

• Group consolidating

• Investment fund back-office

services

• Part-time CFO or Controller

• Business Intelligence

• NetSuite implementation

450 professionals at your service

Software: NetSuite, Netvisor, Procountor, Mepco, Aaro, Power BI, Finance.Rocks, Bezala, BI Book

Strategy

• Corporate finance

• Transaction services: valuation,

due diligence, taxation

• Business modelling

• Financing

• Go Global as a Service

• MSI Network Hub

Interim services

• Controller / CFO

• Head Accountant

• Finance Project Manager

• Treasury Manager

HR-services

• HR workshop

• Payroll

• Operative HR

• Strategic HR

• Leadership coaching

• HR Manager


We make processes smarter today, not tomorrow

Respect your own and everyone’s time. Automate as much as you can

and do not allow stupid routines.

Our automation teams:

1. Software developmentBuild a better world by going for the root

cause.

2. Integrations

Business process automation withintegrations.

3. RPA (Robotic Process Automation)

Automates the stuff integrations cant.

4. Analytics/ BI

Helps you present, report and anayze in a meaningful

+ AI / Machine LearningMakes your solutions smart, but only if youimplement smarter.

Our software:

• Bezala.com – a fully automated

travel expense platform.

• Finance.rocks – software that

automates the posting of

purchase invoices based on

historical data with 89 %

accuracy

• BiBook.com – software analytics

& fund reporting


80% of jobs today will not exist.

• Humans will take care of quality assurance,

• and be the handlers of exceptions

• and twekers of algorithms

• Localizing of Globalization

How will back-office functions like Finance change?

Any examples?

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When will this change happen, and how far along are we?

Processes50 %

Software30 %

Machine Learning

20 %

The Secret Sauce

Processes Software Machine Learning


Why not embrace the change, don’t resist it?

Or better yet, be a part of the change?

How do I avoid being this guy?

+ Don’t be too busy to not automate it

++ BE AGILE


Step 1: Software Architecture 🤔


Every Company is a Tech Company


a. How can processes beefficient?

b. How can weunderstand ourbusiness? → Todaysfocus

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The dream is

Less is more!

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a) Use the right tools(but be agile about it)

1 Fix the root cause2 Build integrations3 Build robots4 Only if nothing else works, du it manually

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=Good processes save time AND creates good data 👌Garbage in, Garbage Out right?


Todays software architecture is siloed, because of best-of-breed era.

How do we run our business globally?

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Use Business Intelligence tools to

Get your data together

Real World Example: Financials (ask for live demo access)

Real World Example: Fund Reporting & Project Analytics

Real World Example: Project Management

Haluatko vaihtaa valmiiksi rakennetun raportin

tunnusluvun toiseen? Vaihda

editointinäkymään ja tee raportteihin juuri

sinulle sopivat muutokset!

Real World Example: Marketing Analytics

Real World Example: Recruitment

Real World Example: HR

Real World Example: Restaurant Profitability

Real World Example: Global Hotel Chain

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Build your analytics from the bottom up =

Agile implementation👌


Agile Analytics

1. Connect your data to a lean analytics tool2. Play around and find your KPI:s, skip forecasting

for now3. Tweek your analytics4. Test simple forecasting models5. Upgrade to advanced forecasting or reactive

analytics6. + Aim for full automation


Choose the right tool, We choose Power BI

Gartners Leader & Visionary 2017-2020 & The Forrester Wave Leader& PCMag.com Editors’ Choice 2018-2019

Cost effective BI platform for small and midsized companies

User friendly, built for users familiar with excel

Easy to integrate to different data sources

Self-service

Easy to use with other Microsoft services

Massive active community

Power BI gets better every day.


How to win with analytics?

= How to get it done as fast as possible with the best end-result?


Key Anaytics globalization use cases:

1. Core business management2. Consolidated financials3. Market discovery


• What Steps does analytics comprise of (The traditional way)?

• Data Warehouse

• Designed Reports and Formulas

• A place to share them

• It’s hard to win with analytics alone.

• Go-to-Insight time long (1-3 months)

• Costs too high (10T€+)

• High baggage load (much maintenance)

+ No reusability or scalability

+ No cross-company leaning and sharing

+ Time not spent efficiently

+ IT is NOT the right builder of tomorrows analytics

• That’s why we built BI Book.

• Don’t worry, it’s built on Power BI, but supports Tableau, Looker, Qlick and others.

• We have now completed over 1000 Power BI implementations on 100+ software using BI Book


• What did we want to achieve with BI Book?

• Cut out the Data Engineer. (Cut implementation costs to minutes, not weeks)

• Use same infrastructure for thousands of companies (Get more time to solve complex problems by pooling clients)

• Create a ecosystem of business oriented analysts

• = More companies using the RIGHT analytics tools from the start.

Where are we now?

• 100+ softwares integrated in one year, many more to come

• 1000+ companies using our infrastructure.

BI Books Features

1. BI Book Datalake (Data Warehouse):

• Pre-built integrations to 100+ softwares and ETL frameworks

2. BI Book Power BI Templates

• Pre-built templates for your basic needs

3. BI Book Analytics

• Power BI licenses at a fraction of the cost

• 100% customizable by you for you

4. BI Book DataRoom

• For data gathering, forecasting & Budgeting

5. BI Book Files

• DD / Data room, optimized filesharing for analytis.

6. BI Book API

• Pre-mapped API that integrates / Extracts your data to othersoftwares. (Analytics tools or others, Tableau, Qlick, Looker, Google Data Studio etc.) & Writeback to excel.

+ BI Books 30+ Data Analysts at your service


• Real world example. Best of Breed infrastructure, Revenue 12M€

• Finance:

• FI: Netvisor (Could be procountor)

• SE: Fortnox (Could be procountor)

• UK: Xero (Could be quickbooks)

• NO: Visma.net (Could be procountor)

• US: Quickbooks (Could be Xero)

• NL: Sage

• Germany: Excel General Leger (Could be Sage)

• Consolidation: Group Eliminations 1/year in excel

• Exchange Rates : Live from Google

• Own SaaS Data: via own API

• CRM: Hubspot

• Hours: Harvest

• HR: Personio

• Recruitment: Teamtailor

• Website visitors: Leadfeeder + Google Analytics.

• Market Prospecting + Compitor analysis: Vainu

• Analytics: Power BI, via BI Book


• Real world example 2. Global Infrastrure Revenue 20M€

• Finance: Netsuite Globally in 17 countries (Could be Microsoft Business Central)

• Consolidation: Aaro

• Payroll: Localized

• CRM: Salesforce

• + Loads of other software.

• + Market Prospecting + Compitor analysis: Vainu

• Analytics: Power BI, via BI Book


Takeaways

1. Find the right local partners2. Use your Network, your not alone!3. Ensure data is good quality from the start4. Choose Global Softwares (When possible)5. For Accounting: Choose Either Best of Breed or

Global ERP6. Inject Market insight into your analytics7. Try out Greenstep & BI Book, Zero Risk & Free of

Charge real-life proof of concepts


What can I do to help me?Build you own robot in 5 minutes:

• Dowload Selenium and press record

• https://www.selenium.dev/selenium-ide/

Build your first BI dashboard in 5 minutes:

• Download Power BI and press get data

• https://powerbi.microsoft.com/en-us/learning/

• Try BI Book out, free of charge

Build an your own fully automatic process in Power Automate in 5 minutes:

• Find Power Automate in your Microsoft 365 subscription, use the templates to get started

• https://docs.microsoft.com/en-us/learn/modules/get-started-flows/

Learn to Code with python in 1 hour:

• Take a beginners course in python and build your first script

• Just google it ☺

https://www.selenium.dev/selenium-ide/

https://powerbi.microsoft.com/en-us/learning/

https://docs.microsoft.com/en-us/learn/modules/get-started-flows/


Go global.

We’ll back you up with clarity.

greenstep.com


Bye! Jonathan from Greenstep👋🥳

[email protected] +358 44 272 3224 https://www.linkedin.com/in/jonathanteir/

Parner, Head of Analytics @ GreenstepLead Software Architect @ Greenstep Global ServicesCo-founder @ BI Book

jonathan from greenstep

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